Invite your first team member

Last updated: May 19, 2026

Invite your first team member

Open Settings → Team → People, click Invite, enter email + pick role + pick workspace, click Send. The invitee gets an email link and lands in the workspace as soon as they accept.

Who is this for

Admins, Owners, and anyone with permission to manage team. The trial includes a starting seat allowance (shown at /settings/team/billing). Each invited person counts as 1 seat regardless of how many workspaces you add them to.

Before you start

You need:

  • The teammate's work email (the one they'll log in with)

  • A clear idea of their role (see Roles and permissions in 5 minutes)

  • The workspace they should join (you can add them to multiple later)

  • A free seat in your Organization (check at Settings → Team → Billing — current seats vs plan ceiling)

How to send the invite

Step 1: Open the People page

In the left sidebar, click Settings, then Team, then People. URL: /settings/team/people. You'll see a table of all current members with their role, joined date, and last login.

Step 2: Click Invite

The Invite button is at the top right. A side drawer opens.

Step 3: Fill the invite form

Field

What to enter

Email

The teammate's work email. One per invite (use bulk invite for many)

Role

Pick from the dropdown — see role table below

Workspace

Multi-select. You can pick one or many workspaces they'll have access to

Personal message (optional)

A line shown in the invite email — e.g. "Welcome to the Q4 campaign team"

Step 4: Click Send

The invite is queued. You see a confirmation toast: "Invite sent to [email]". The invitee gets an email titled "You've been invited to join [workspace] on Wevion".

Step 5: They accept

The invitee clicks the link in the email. If they already have a Wevion account, they're added to your workspace and land on its dashboard. If they don't, they're guided through account creation first, then added.

The invite link is valid for 14 days. If it expires, the invitee sees a message asking them to request a new one — you can resend from the People page.

Choosing the right role

Quick reference for the most common starting roles:

Role

Pick this when

admin

They lead the workspace day-to-day, manage settings + integrations

manager

They oversee campaigns and people but don't touch billing

mediabuyer

They launch and edit campaigns; can't change team or billing

finance

They handle billing and need read-only on performance

viewer

Stakeholder who needs visibility but no edit rights

If unsure, start with viewer — easy to upgrade later. Detailed permission matrix: Roles and permissions in 5 minutes.

Bulk invites

To invite many people at once, click the Bulk invite tab in the invite drawer. Paste a CSV with columns email,role,workspaces (workspaces semicolon-separated). Wevion validates each row and shows errors inline. Max 50 invites per batch.

What you'll see

On the People page after sending:

  • A new row for the invited person with status Pending and a yellow badge

  • An action menu (three dots) with Resend invite and Revoke invite options

  • Once they accept, the badge turns green and shows Active with their last login time

In your seat counter at Settings → Team → Billing, a pending invite already consumes a seat. Revoking the invite frees the seat. This prevents accidental over-allocation.

Common issues

  • "Email already invited": the same email was invited recently. Check the People page for the existing pending invite and resend it instead.

  • "Email already in another workspace": the user has a Wevion account already. Add them to your workspace from the existing-user picker (top of the invite drawer) instead of typing the email.

  • Invite email never arrives: ask the invitee to check spam and whitelist noreply@wevion.ai. If still nothing after 10 minutes, you can copy the invite URL from the People page action menu and send it directly.

  • "No free seats": upgrade your plan or remove an inactive member. See From trial to paid plan for adding seats.

  • They accepted but can't see anything: double check you assigned them at least one workspace. A user with no workspace membership lands on an empty workspace switcher.

Removing access later

To remove someone, open their row, click the action menu, select Remove from workspace. They lose access immediately. If they had access only to that workspace, the seat frees up. If they're in other workspaces, the seat stays consumed until removed from all.

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